2024-3Q: [CRM] [EUP] Ability to display and edit Custom Fields on EUP

A new feature has been added that allows Operators to allow Custom Fields to be displayed / seen by customers on the EUP. Additionally they can choose whether these custom fields can be edited by customers and also be notified to complete the fields if they are blank.

To make use of this feature:

    1. Go to Settings > Custom Fields, form the top menu bar and then scroll across to "EUP", for the Custom Field you would like to be displayed / edited on the EUP

    2. There will be 4 options to choose from in the Dropdown list:

a.) no - This means it won't be on EUP and this is the default option

b.) display only  - This will only display the custom field on the EUP and not allow any editing

c.) display and edit - This will display on the EUP and allow the custom field to be edited

d.) display and edit notify - Will act the same as the 'display and edit' option, but will also display a notification on login if the field is empty for the customer to fill in

  3. To view these custom fields on EUP you can click on Account-> Personal Information

    4. Describe step 4

Another Document Section for information: (remove section if not applicable)

    1. Describe step 1

    2. Describe step 2

Useful link/s: (remove section if not applicable)

https://sites.google.com/a/azotel.com/wiki/simpler-features/features-index-1/2018-3q-example

Published Date: [enter current date]

Engineer: [enter engineer's initials]

Contact Azotel Support:

Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.